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Financial Analyst

Location:
New York, NY
Posted:
September 15, 2017

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Resume:

Yidan Wang

**** ** ******* ***, *** Orleans, LA *0118 ● 504-***-**** ● *******@******.***

EDUCATION

Tulane University, A.B. Freeman School of Business New Orleans, LA Master of Finance, STEM Designation December 2017

Coursework Included: Corporate Finance, Financial Reporting Analysis, Investments and Asset Pricing, Valuation, Financial Modeling, Risk Management and Applications to Financial Firms, Equity Analysis, Business Communication, Econometrics and Forecasting, Fixed Income Analytics & Model Northwest University Xi’an, China

Bachelor of Science, Finance Sep 2012 - May 2016

University of Central Oklahoma Edmond, OK

Exchange Student (Dean’s Honor List) Aug 2014 - May 2015 PROFESSIONAL EXPERIENCE

JGR Capital Partners New York City, NY

Equity Research Summer Analyst May 2017 - August 2017

• Performed comparable valuation analysis using P/E and EV/sales, conducted absolute valuation analysis using discounted cash flow (DCF) model for small-cap companies in biotechnology industries

• Gathered and analyzed data from10-K, 10-Q reports and other third-party sector research database, built cash flow model, including 5-year projections, debt and interest schedules, revolver modeling and sensitivity tables for target companies

General Electric Chengdu, China

GE Healthcare Dealer Development Program III Executive MBA Member July 2017 - July 2017

• Collaborated with team in Sand Table Simulation, studied 4P&4C concept through marketing lectures and shared daily feedback with other top regional managers in workshops

• Implemented Weights & Rating model to visualize market map including target customers and major competitors and delivered short-term and long-term strategies and timely review Toured New Orleans, LA

Product Marketing Manager Dec 2016 - May 2017

• Planned the launch of Toured App, developed iterative marketing campaigns, crafted marketing program tactics and brainstormed customer-focused product content

• Built a database by sourcing classic and alternative tourist spots in New Orleans, assisting content writer team with database fulfillment, blog articles posts, video uploads, and Instagram updates

• Promoted Toured App as a representative at 2017 New Orleans Entrepreneur Week (NOEW) by distributing brochures, and communicating with entrepreneurs, investors, press and potential product users Bank of East Asia Xi’an, China

Summer Intern as Assistant Manager of Credit and Risk Management Feb 2016 - May 2016

• Participated in project of lending a loan of 10 million CNY to Shannxi Healthway Medicament Co., Ltd

• Conducted pre-loan investigation and post-loan monitoring with team to ensure fund security

• Collaborated with external auditors to conduct semi-annual audit on existing loan projects

• Provided necessary data and paperwork to help BEA pass anti-money laundering investigation conducted by The People’s Bank of China

Sunway Trading Group Limited Hong Kong

Financial Analyst Intern Jan 2015- Feb 2015

• Trained to use technical analysis such as MACD, Bollinger Band to make trading decisions

• Won the third place as an individual in the 2015 Sunway Trading Competition, using technique analysis

• Attended financial workshops and interacted with financial experts from Sunway Trading Group ACTIVITIES and SKILLS

Activities and exams: Tulane Business Woman Club, CFA I candidate, FRM I candidate Skills: Advanced in Microsoft Excel (pivot table), Word, PowerPoint, Business Analysis Familiar with R, Python, Eviews, Crystal Ball (Monte Carlo simulation), Bloomberg Terminal, SQL (learning) Language Skills: English (Fluent), Chinese-Mandarin (Native) Interests: Cycling, Funk Drum, Ukulele



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